Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) 17.83% 28.55% 13.49% 3.09% NA NA NA
Data as of 06/05/2026, Common starting date is 04/23/2018
More Performance Analytics Comparison
Name Start Date End Date
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) 04/23/2018 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 1.06 28.55 13.49 3.09 NA NA NA 17.83 2.15 12.55 14.31 -28.44 7.95 53.14 38.27 -9.32
Sharpe Ratio NA 1.27 0.49 0.03 NA NA NA 1.81 -0.03 0.50 0.60 -0.90 0.35 1.50 2.33 -0.76
Standard Deviation(%) NA 20.39 20.93 23.59 NA NA NA 24.34 24.17 17.73 17.87 33.38 22.42 35.18 15.77 19.27
Draw Down(%) NA 12.54 30.13 42.49 NA NA NA 12.54 28.37 9.44 17.42 36.90 14.28 33.94 7.53 24.77
Yield(%) 0.00 14.87 5.75 4.98 7.67 5.11 3.84 0.00 13.91 0.38 0.00 0.00 13.47 17.97 17.28 15.74
Data as of 06/05/2026, Common starting date is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) -4.89%
Oct 2021 – Oct 2024
-0.07%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GSWPX (GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS P SHARES) 31.73%
Dec 2018 – Dec 2021
13.33%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return